Goooood afternoon! What’s the best way to go about : Upon Save of a Sales Order , IF/WHEN there is inventory for all the items > the IF is automatically created in Picked status?

Hello Kendra, you should be able to do this with a Workflow running after submit on Create - choose transform record as your action. You'll just need to create a dynamic field on the Sales Order that pulls a saved search value to confirm if all lines have stock to use as criteria on the action.

How would I create this dynamic field that pulls a saved serach value to confirm all lines have stock ?

Create a transaction saved search Criteria Type = sales orde Status = pending fulfillment Main line = F Tax line = F Shipping line = F Then add a summary criteria Summary type = Sum Formula numeric = {quantity} - NVL({quantitycommitted}, 0) is equal to 0 Results Date Document number Main Line name Line is Item Memo Quantity Quantity committed Then add a summary type to all your columns